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Financial Therapy Insights for Financial Counseling & Education

Wed June 3, 2015: 11:00 am-12:30 pm EDT

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A photograph of a counselor speaking to a young woman.

CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.


Today, everyone is focused on how to create behavior change that lasts; this webinar offers insights into the new field of financial therapy that stems from the world of psychology, where behavior change has been proven. This session will explain what financial therapy is and how it differs from financial counseling, coaching, and planning. You will learn some of the specific techniques and models used in financial therapy and even some tips on how to incorporate some of these techniques into your sessions to help facilitate the opportunity for lasting financial behavior change with your clients. This is a seminar you won’t want to miss that covers a new and exciting field and offers insights on how to bring value to your practice and clients. This 90-minute webinar is part of the 3-day OneOp’s Personal Finance Virtual Learning Event.


Dr. Mary Bell Carlson is a is a leading researcher in military financial behavior and the principal of Silverbell Solutions, L.L.C., a financial therapy and consulting firm based in Arlington, VA. She’s a Certified Financial Planner® and holds both the Accredited Financial Counselor™ and the Certified Retirement Counselor® designations. In addition to her academic publications, Dr. Carlson has given numerous presentations to a wide variety of audiences in order to help simplify complex financial topics, encourage lasting behavior change, and improve relationships. Dr. Carlson has become a sought-after speaker and consultant given her wealth of experience and expertise in financial behavior change. She cares deeply about people and is committed to helping others understand more about money, communication, and relationships.

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